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ACG Wealth’s American Tower AMT Stock Holding History

ACG Wealth’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-469
Closed -$120K – 278
2022
Q2 		$120K Buy
+469
New +$118K 0.02% 306
2020
Q4 		– Sell
-867
Closed -$210K – 322
2020
Q3 		$210K Buy
867
+65
+8% +$16.5K 0.03% 267
2020
Q2 		$207K Buy
+802
New +$198K 0.03% 257

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

ACG Wealth's AMT Position: Q3 2022 in Review

ACG Wealth sold out of American Tower (AMT) in Q3 2022, closing a stake of 469 shares — an estimated $120K sold.

ACG Wealth first reported a position in AMT in Q2 2020 and held it in 3 quarters. The position peaked at $210K in Q3 2020. 1,687 funds tracked by Wall St. Rank hold AMT as of Q3 2022.

  • ACG Wealth reported no remaining American Tower position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 469 American Tower shares in Q3 2022, an estimated $120K.
  • ACG Wealth first reported a position in American Tower in Q2 2020 and held it in 3 quarters.
  • ACG Wealth's American Tower position peaked at $210K in Q3 2020.
  • 1,687 funds tracked by Wall St. Rank held American Tower as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.